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Add Tenant

The guide describes configuring a new Tenant to pass data via DW REST API.

Configure access control list

Access control list (ACL) specifies which users are granted access to objects and what operations are allowed on given objects. For Workspace, ACL-based approach is used by providing an access control mechanism where each assignment has its owner and ACL.

Configure Identity Providers

You can set up WorkFusion User Management (Keycloak) to authenticate users based on identities from external providers.

Configure two-factor authentication

You can set the two-factor authentication flow right after installation or any time later. When you enable two-factor authentication after installation, make sure to set the flow before you configure user roles.

Create groups

Instead of mapping attributes and roles to individual users, you can create groups of users sharing common attributes and role mappings.

Deactivate users

To deactivate users means to disable them after a configured inactivity period. For the Workfusion realm, the period is set to 90 days by default, implying that all users inactive for more than 90 days are disabled automatically. For all other realms, the default value is zero days, meaning the User deactivation feature is off, and users won't be deactivated automatically.

Encrypt Manual Task answers

Sensitive customer information is protected by encryption at the Data Store level. However, the same data is used in Manual Tasks, namely, in Worker answers from Workspace, thus persisting in system tables without encryption.

Encrypt sensitive data

Sensitive customer information is protected by encryption at the Data Store level. However, the same data is used in Manual Tasks, namely, in worker answers from Workspace, thus persisting in system tables without encryption.

Import root or intermediate CA to Store

Microsoft Windows uses a global certificate storage to keep certificates. The certificates must be imported to each workspace, to enable the browser to pass the certificate chain check successfully.

Manage realm settings

Each realm comprises a set of clients and users with assigned roles. Realms are isolated from one another and let you manage and authenticate only the users that belong to them.

Manage secret entries in Secrets Vault

The data stored in Secrets Vault is not shown in recordings, logs, system files, or Bot Configurations. This allows you to share scripts with other users without exposing confidential data.

Manage sessions

As soon as a user logs into a realm, WorkFusion User Management maintains their session while keeping track of their activities. Admins can view the data on all or particular user sessions and log out users of all or a particular session.

Manage user account

Each authenticated WorkFusion user can manage their account via the User Account Service:

Manage users

Users always belong to and are created within a particular realm or imported to a realm from an external identity or storage provider.

Migrate from qualifications to ACL

The Work.AI platform no longer supports qualifications. Instead, Workspace employs an approach to managing user permissions and restrictions, where:

Secrets Vault plugins

Secrets Vault plugins provide the functionality to manage Secrets Vault. Secrets Vault plugins work using the /secrets-vault WorkFusion Rest API. To learn more, refer to Secrets Vault API.

Segregate Administrator permissions

By default, after Work.AI is installed, the Administrator Role has ultimate permissions regarding the User Management and Control Tower. It is very convenient to give all permissions to a person who sets up the environment to the organization's needs. However, after the initial environment setup, your organization may want to involve more people in administration while limiting their responsibilities and the platform capabilities with which they can interact.

Set up clients

The WorkFusion User Management UI comprises the following clients that are available by default:

Set up MS SQL TDE

Transparent Data Encryption (TDE) is the MS SQL feature to encrypt database data and transaction log without changing an application. The database engine encrypts or decrypts data during execution of queries.

Update certificates

The guide describes the procedure of updating TLS certificates (server.crt, server.key, and ca.crt) on the already installed WorkFusion platform environment.

Update passwords

This guide describes the update of passwords for the installed WorkFusion platform. The guide may be helpful in the following cases:

WorkFusion REST API

The WorkFusion API lets you launch, post data to, and receive results from the WorkFusion platform automatically. Using it, you can manage simple tasks and more complex Business Processes (BPs) representing a workflow of various manual and automated tasks.